The largest global event for private equity value creation

Join the world’s leading PE firms to uncover the best methods to deliver cross-functional portfolio optimization at a critical time.

Connect with 500+ operating partners in exclusive networking opportunities and collaborative sessions to uncover the future of PE value creation.

For a limited time, save $975+ on your ticket


 

Optimize your portfolio companies

Hear first-hand perspectives on how to further develop your operational efficiencies.

Network with top value creators

Connect with the largest global community of private equity operating partners.

Empower your operating team

Find the right tools and knowledge to create cross-functional value.

Agenda highlights

Our unique agenda offers extensive networking activities, plus interactive working groups, think tanks, panels, breakfasts, and lunch discussions. The agenda is carefully curated to feature the most prominent functional areas in value creation. Highlights include:

  • Heads of value creation/team leaders’ insights
  • Practical and functional use cases for AI in PE
  • The growing importance of operating partners: showcasing and measuring performance
  • Future functional levers across the entire investment lifecycle
  • AI’s impact on the Operating Partner-Deal team dynamic and the future of PE
  • And much more…

View the preliminary agenda

“You have to keep yourself current and our firms are not academies for becoming better operating partners…The PEI Operating Partners Forum is the only academy that exists for Operating Partners.”

Aaron Miller
Head of Apollo Portfolio Performance Solutions
Apollo Global Management


 

Connect with a global community of functional specialists

Abris Capital Partners
Accel-KKR
ACON Investments
Advent International
AEA Investors
American Industrial Partners
American Securities
Apollo Global Management
Ara Partners
Argosy Capital Group
ATL Partners
Audax Private Equity
B Capital
Bain Capital
Basis Vectors
BayPine
BC Partners
BCI
Berkshire Partners
Blackstone
Bridgepoint
Brookfield Asset Management
Cerberus Capital Management
Clayton Dubilier & Rice
Clearlake Capital Group
Court Square Capital Partners
Dunes Point Capital
Edison Partners
EQT Group
Falco Global Partners
Frazier Healthcare Partners
GI Partners
Goldman Sachs
GrowthCurve Capital
GTCR
HCI Equity Partners
Hg Capital
H.I.G. Capital
IFM Investors
Insight Partners
J.F. Lehman
Kelso & Co.
KKR
Leonard Green & Partners
Littlejohn & Co
LLR Partners
Madison Dearborn Partners
Morgan Stanley
Mubadala
New State Capital Partners
Norwest Venture Partners
Oak Hill Capital
OMERs Private Equity
Ontario Teachers’ Pension Plan
Paine Schwartz Partners
Permira
Pritzker Private Capital
Resurgens Technology Partners
Revenue Management Labs
Sageview Capital
Shamrock Capital Advisors
Siris Capital
TA Associates
The Carlyle Group
The Riverside Company
TPG Global
Updata Partners
Veritas Capital
Warburg Pincus
Worklyn Partners
Zenyth Partners

How does your compensation compare?

The 2025 Operating Partners Compensation Survey will provide a temperature check of the market and aggregates the responses of 300+ operating partners across:

  • Team make-up
  • Compensation
  • Incentive packages
  • Portfolio company engagement
  • And more…

Get the 2024 results

2024 speakers

Kush Tulsidas

One Rock Capital Partners

It is a fantastic place to network with top operating talent in PE and learn the cutting edge work that their firms are doing to create value. I highly recommen…

Read full testimonial

Greg J. Pappas

Berkshire Partners

The Operating Partners Forum is the foremost event where the largest ecosystem of operating partners, suppliers and resources gather annually.

Nicole Weil

Kelso & Company

“The content is relevant for my role and I get to meet the smartest people in the industry.”

Our unique agenda offers interactive working groups, think tanks, panels, breakfast and lunch discussions. The agenda is carefully curated to feature the most prominent functional areas of value creation.

If you are interested in a speaking role please contact Marc Mele at marc.m@pei.group.

 

Download the preliminary agenda

 

Build your operating partner community

 

Expand your relationships and build a lasting network with our operating partner exclusive networking events.

Connect with leaders in value creation to share ideas, solve challenges, and benchmark strategies that will level up your day-to-day operations.

 

See who attended in 2024


Operating Partners Forum New York Welcome Reception (invitation-only)

Tuesday, October 28
Gitano NYC

Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.

Operating Partners Forum New York Networking Dinners (invitation-only)

Tuesday, October 28
Gitano NYC

Join us for one of five private sit-down dinners, split by functional area, designed exclusively for operating partners attending the Forum.

Day 1 Grand Reception

Wednesday, October 29

Our grand reception will allow you to chat and get to know your operating partner peers at the end of the first day of the Forum. Hear what is on everyone’s mind after a full day of valuable insights.


Breakfast Discussions

Thursday, October 30

Share your views and learn from peers about specific value creation levers in five intimate discussions exclusively for operating partners.

Lunch Discussions 

Wednesday and Thursday, October 29-30

These closed-door conversations, exclusively for operating partners, will explore key strategies for your portcos and PE firms to enhance value.

Sessions designed for collaboration

Think Tanks

Put your heads together with other operating partners to examine niche areas of value creation. With crowd-sourced discussion topics, these peer-led sessions will provide personalized takeaways.

Interactive Working Groups

Hear how your peers are navigating specific value creation levers. These interactive discussions, facilitated by our expert speaking faculty, will provide a closer look at specific cross-functional topics.

Pre-Event Resources


For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.

Neil Bansal

Managing Director & Operating Partner, OMERS Private Equity

Seavron Banus

Operating Vice President, Berkshire Partners

Michael Belkin

Head of Global PE Practice, Zuora

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

Seth Brody

Partner, Global Head of Operational Excellence, Apax Partners

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

William Bundy

Partner, McKinsey & Co

Jim Corey

Co-Founder and Managing Partner, Blue Ridge Partners

Patrick Donegan

Senior Managing Director, Blue Ridge Partners

Adam Echter

Partner, Simon-Kucher

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

Ariel Garcia

Partner, OceanSound Partners

Amar Ghai

Head of Digital Value Creation, KKR

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Jimmy Holloran

Partner, Head of Talent, American Industrial Partners

Tye Howell

Operating Partner, Rubicon Technology Partners

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

Spencer Khoury

Director, Value Creation Team, Shamrock Capital

Jonathan Metrick

Partner & Chief Growth Officer, Sagard

Pat Petitti

Co-Founder, CEO, Catalant Technologies

Shivani Tejuja

Advisory Director, Charlesbank Capital Partners

Chris Westington

Director of Portfolio Management and Value Creation, BCI

Karina Sobieski

Managing Director, Human Capital, Clearlake Capital Group

Prerak Vohra

Managing Director, Goldman Sachs Asset Management

Ellen Williams

Vice President, Growth Acceleration Group, General Atlantic

Engage with the largest operating partner community

Private Equity International’s Operating Partners Forums are a unique blend of networking, collaboration, and thought leadership between private equity operating partners, portfolio operations teams, and sponsors.

Each event is custom designed to encourage conversation about value creation best practices, relationship building, and knowledge sharing across functional areas on the most pressing issues facing investment and portfolio companies. Access to the Forum is limited to value creation experts from private equity firms and sponsors.

For more information on ways to engage with PEI’s Operating Partners community, please contact Lawrence Dvorchik at lawrence.d@pei.group or call on +1 (646) 545-4429

Venue

View the venue

Convene Brookfield Place
225 Liberty St.
New York, NY 10281

Thanks for your interest

Thank you for your interest in the Operating Partners Forum New York.

Your requested resource will be sent to the email address you provided.

Explore our event website to learn more about the Forum, and secure your seat when you’re ready.

We hope to see you in New York City in October.